See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,610 | $89,355+45.1% | $141,162-8.2% | $72,985+77.6% |
| Participation rate | 76.7% | 75.1%+1.5pp | 82.5%-5.8pp | 69.5%+7.2pp |
| Annual return | 18.10% | 111.85%-93.8pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,294 | $5,418-57.7% | $6,709-65.8% | $3,607-36.4% |
| Admin fee / account holder | $3,490 | $5,958-41.4% | $10,261-66.0% | $5,124-31.9% |